MA
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Montag & Associates’s WPP WPP Stock Holding History

Montag & Associates’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.36K Hold
335
– – ﹤0.01% 806
2026
Q1 		$5.21K Hold
335
– – ﹤0.01% 799
2025
Q4 		$7.53K Hold
335
– – ﹤0.01% 788
2025
Q3 		$8.39K Buy
335
+62
+23% +$1.69K ﹤0.01% 779
2025
Q2 		$9.94K Buy
273
+41
+18% +$1.54K ﹤0.01% 746
2025
Q1 		$8.81K Hold
232
– – ﹤0.01% 801
2024
Q4 		$11.9K Hold
232
– – ﹤0.01% 767
2024
Q3 		$11.9K Hold
232
– – ﹤0.01% 788
2024
Q2 		$11K Sell
232
-225
-49% -$11.2K ﹤0.01% 763
2024
Q1 		$21.7K Hold
457
– – ﹤0.01% 686
2023
Q4 		$21.7K Hold
457
– – ﹤0.01% 684
2023
Q3 		$20.4K Hold
457
– – ﹤0.01% 673
2023
Q2 		$24.6K Buy
457
+47
+11% +$2.64K ﹤0.01% 656
2023
Q1 		$24.4K Buy
410
+10
+3% +$585 ﹤0.01% 649
2022
Q4 		$19.7K Buy
400
+150
+60% +$7.14K ﹤0.01% 662
2022
Q3 		$10K Hold
250
– – ﹤0.01% 732
2022
Q2 		$13K Hold
250
– – ﹤0.01% 683
2022
Q1 		$16K Sell
250
-300
-55% -$22.3K ﹤0.01% 687
2021
Q4 		$42K Hold
550
– – ﹤0.01% 590
2021
Q3 		$37K Hold
550
– – ﹤0.01% 599
2021
Q2 		$37K Hold
550
– – ﹤0.01% 588
2021
Q1 		$35K Sell
550
-450
-45% -$26.4K ﹤0.01% 598
2020
Q4 		$54K Buy
+1,000
New +$47.3K ﹤0.01% 528
2020
Q1 		– Sell
-2,900
Closed -$204K – 310
2019
Q4 		$204K Sell
2,900
-2,500
-46% -$158K 0.02% 293
2019
Q3 		$338K Sell
5,400
-400
-7% -$23.9K 0.03% 247
2019
Q2 		$365K Hold
5,800
– – 0.03% 246
2019
Q1 		$306K Hold
5,800
– – 0.03% 258
2018
Q4 		$318K Sell
5,800
-3,250
-36% -$194K 0.03% 234
2018
Q3 		$663K Sell
9,050
-13,590
-60% -$1.06M 0.06% 214
2018
Q2 		$1.78M Sell
22,640
-10,079
-31% -$836K 0.18% 122
2018
Q1 		$2.6M Sell
32,719
-23,607
-42% -$2.1M 0.27% 102
2017
Q4 		$5.1M Buy
56,326
+45,076
+401% +$3.99M 0.49% 59
2017
Q3 		$1.04M Sell
11,250
-900
-7% -$88.2K 0.11% 156
2017
Q2 		$1.28M Sell
12,150
-891
-7% -$96.8K 0.14% 131
2017
Q1 		$1.43M Sell
13,041
-200
-2% -$22.5K 0.16% 131
2016
Q4 		$1.47M Buy
13,241
+191
+1% +$20.7K 0.17% 120
2016
Q3 		$1.54M Hold
13,050
– – 0.2% 126
2016
Q2 		$1.36M Sell
13,050
-475
-4% -$54.3K 0.18% 125
2016
Q1 		$1.57M Sell
13,525
-27,970
-67% -$3.02M 0.22% 113
2015
Q4 		$4.76M Buy
41,495
+36,704
+766% +$4.13M 0.7% 48
2015
Q3 		$498K Buy
4,791
+491
+11% +$53.6K 0.08% 161
2015
Q2 		$485K Sell
4,300
-24,575
-85% -$2.89M 0.07% 177
2015
Q1 		$3.29M Hold
28,875
– – 0.48% 74
2014
Q4 		$3.01M Buy
+28,875
New +$2.88M 0.45% 77

Other funds holding WPP

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Montag & Associates's WPP Position: Q2 2026 in Review

Montag & Associates held its WPP (WPP) position steady in Q2 2026 at 335 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Montag & Associates first reported a position in WPP in Q4 2014 and has held it in 44 quarters since. The position peaked at $5.1M in Q4 2017. 139 funds tracked by Wall St. Rank hold WPP as of Q2 2026.

  • Montag & Associates held 335 shares of WPP worth $5.36K as of Q2 2026.
  • Montag & Associates left its WPP share count unchanged in Q2 2026.
  • WPP made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #806 holding.
  • Montag & Associates first reported a position in WPP in Q4 2014 and has held it in 44 quarters since.
  • Montag & Associates's WPP position peaked at $5.1M in Q4 2017.
  • 139 funds tracked by Wall St. Rank held WPP as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.